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Oracle Corporation

ORCL · NYSE

Oracle reported FY2025 revenue of $57.4 billion and fiscal Q3 2026 revenue of $17.2 billion. The thesis depends on OCI growth, application durability, capital intensity, debt capacity and cash conversion.

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Latest ReportMay 19, 2026Oracle: AI cloud demand is real, but the capex and debt bill is now the thesisView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Latest Thesis

Oracle: AI cloud demand is real, but the capex and debt bill is now the thesis

Oracle reported FY2025 revenue of $57.4 billion and fiscal Q3 2026 revenue of $17.2 billion. The thesis depends on OCI growth, application durability, capital intensity, debt capacity and cash conversion.

May 19, 2026Research reportSlides available
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Oracle CorporationAI cloud demand is real, but the capex and debt bill is now the May 19, 2026
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Oracle: AI cloud demand is real, but the capex and debt bill is now the thesisOracle reported FY2025 revenue of $57.4 billion and fiscal Q3 2026 revenue of $17.2 billion. The thesis depends on OCI growth, application durability, capital intensity, debt capacity and cash conversion.NYSEMay 19, 2026Research reportReadSlides